Number of Shares
24,312.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
1.76%
Total Estimate Gain
$2.21 Mil
% of Total Estimate Gain
92.61%

IAMS WEALTH MANAGEMENT, LLC's NVIDIA Corp Holding Summary

As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 24,312.00 shares of NVIDIA Corp(NVDA), totaling $3.84 Mil. This investment constitutes 1.76% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2023Q3. And since then IAMS WEALTH MANAGEMENT, LLC has made 7 purchases of NVDA, at an average price of $82.78, for a total of 28,784.00 shares. In addition, there have been 1 sales at an average price of $118.12 for 4,472.00 shares. Based on historical transaction data and NVDA's current price of $167.03, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his NVDA holdings is $2.21 Mil, reflecting a 92.61% gain to date.

IAMS WEALTH MANAGEMENT, LLC NVDA ($167.03) Holding Chart

IAMS WEALTH MANAGEMENT, LLC NVDA ($167.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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